Portfolio Diversification
Range
Most Diversified
10 instruments
May 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7.7 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
AMZN99.89%
SPYG99.89%
GOOG97.44%
META97.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 29.21% | 15.79% | 99.89% | - |
| Meta (META) | 21.61% | 15.47% | 97.44% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.62% | 13.9% | 99.89% | - |
| Microsoft (MSFT) | 8.62% | 10.42% | 99.89% | - |
| Alphabet (GOOG) | 8.55% | 7.77% | 97.44% | - |
 NVIDIA (NVDA) | 6.48% | 16.96% | 63.55% | - |
 Vanguard S&P 500 ETF (VOO) | 5.26% | 11.47% | 93.09% | - |
 Apple (AAPL) | 2.63% | 0% | 84.17% | 3/14/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.32% | 3.04% | 13.27% | - |
 Eli Lilly (LLY) | 0.22% | 2.73% | 9.59% | - |
 SPDR Gold (GLD) | 0.2% | 2.44% | 9.59% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 22.2% | 25.1% |
| Meta (META) | 13.36% | 18.33% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.88% | 14.81% |
| NVIDIA (NVDA) | 10.62% | 11.14% |
| Vanguard S&P 500 ETF (VOO) | 13.38% | 9.88% |
| Alphabet (GOOG) | 10.54% | 9.69% |
| Microsoft (MSFT) | 12.22% | 9.33% |
| Apple (AAPL) | 1.67% | 1.63% |